Wealth & Investment Planning Advisor

PHILLIP RILEY PROJECTS PTY LTD; Brisbane; On-site; AUD 88,000 - 108,000; Full time

Benefits offered by this job

Superannuation

Job summary

PHILLIP RILEY PROJECTS PTY LTD in Brisbane seeks an experienced Financial Investment Advisor to develop and implement financial plans for individuals and organisations and to advise on investment strategies, taxation implications, securities, insurance, pension plans and real estate.

Key tasks include meeting superannuation compliance, interviewing clients to determine financial status and objectives, developing plans and investment strategies, monitoring performance and adjusting plans as

Qualifications

• Strong analytical skills and attention to detail.
• Excellent client relationship abilities and communication.
• Solid understanding of investments, markets and risk.

Responsibilities

• assisting in meeting superannuation compliance requirements
• interviewing prospective clients to determine financial status and objectives
• discussing financial options and developing financial plans and investment strategies
• monitoring investment performance
• reviewing and revising investment plans based on modified needs and changes in markets
• arranging to buy and sell stocks and bonds for clients
• advising on investment strategies, sources of funds and the distribution of earnings
• setting financial objectives
• developing and implementing strategies for achieving the financial objectives
• managing funds raised from personal superannuation, savings policies and unit trusts
• directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns

Skills

Analytic reasoning

Interpersonal communication

Attention to detail

Client relationships

Communication

Financial analysis

Risk management

Active listening

Investment knowledge

Time management

Job description

PHILLIP RILEY PROJECTS PTY LTD in Brisbane seeks an experienced Financial Investment Advisor to develop and implement financial plans for individuals and organisations and to advise on investment strategies, taxation implications, securities, insurance, pension plans and real estate.

Key tasks include meeting superannuation compliance, interviewing clients to determine financial status and objectives, developing plans and investment strategies, monitoring performance and adjusting plans as